Gold

Some figures on the Q2 2018 earnings season

Russell Napier makes some astute observations about money supply growth and the still potent threat of debt deflation dynamics

My thinking on Tesla CEO Elon Musk's desire to take his companies private.

Some thoughts on China's options as the trade war with the US escalates to an uncomfortable level

Investors loved Tesla's earnings report. But there was a hidden message in the earnings call about Tesla's future.

The timing of the BoE's rate hike decision is poor - almost on par with the ECB's summer of 2011 hike during the sovereign debt crisis.

It was a good quarter from Apple. But earnings growth was flattered by stock buybacks. There are a lot of growth opportunities though.

The way to think of a flattening yield curve is as a signal that the market expects Fed tightening to precipitate a slowdown that halts or even reverses future hikes. It's the market's way of saying they expect the Fed to tighten and then…

The magnitude of the revision is eye-catching. And my inner sceptic wonders how the initial data reads could have got it so wrong.

The big problem with Amazon is valuation. It's hard to justify paying 90x this quarter's earnings for a company that is as mature as Amazon is, irrespective of the top-line growth.